Description
We are seeking a Health Insurance Specialist to work closely with Standard Chartered Bank (SCB) Singapore Relationship Managers and Insurance Specialists to generate qualified customer referrals and deliver sales of the Bupa Global SCB international private medical insurance product.
The successful candidate will provide needs-based product advice, manage customers through the end-to-end sales and application journey, and deliver regular product and sales training to Standard Chartered Relationship Managers and Insurance Specialists.
Key responsibilities:
- Build strong working relationships with Standard Chartered Bank Singapore Relationship Managers and Insurance Specialists
- Develop a consistent pipeline of qualified referrals through regular engagement and joint customer activity
- Deliver regular training to SCB Relationship Managers and Insurance Specialists on the Bupa Global SCB IPMI proposition
- Support SCB Relationship Managers and Insurance Specialists in identifying customers for whom international private medical insurance may be relevant
- Conduct needs-based customer discussions and recommend a suitable Bupa Global SCB IPMI product
- Achieve assigned sales, conversion, referral and activity targets
- Manage the full customer journey, including referral follow-up, fact-finding, quotation, application, documentation, underwriting coordination, payment and policy issuance
Requirements:
- Bachelor's degree or equivalent relevant experience in business, finance, insurance or a related field
- Holds, or is able to obtain before appointment, all qualifications, licences and approvals required to conduct the role in Singapore
- Fluency in English is essential, additional language capability relevant to Standard Chartered Singapore's customer base, including Mandarin, would be advantageous
- Proven record of achieving individual sales targets in health insurance, life insurance, wealth protection or another regulated financial-services environment
- Experience in bank distribution, bancassurance, wealth management or a high-net-worth customer environment